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MB, LEVIS & ASSOCIATES, LLC → JPM-PM

MB, LEVIS & ASSOCIATES, LLC JPM-PM Position History

JPM-PM

Quarters held
12
Latest value
$29K
Q3 2026
Peak value
$4.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.9M
Q4 2025$102K
Q4 2025$29K
Q1 2026$3.6M
Q1 2026$102K
Q1 2026$30K
Q2 2026$4M
Q2 2026$104K
Q2 2026$30K
Q3 2026$4.1M
Q3 2026$98K
Q3 2026$29K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$29K643——
Q3 2026$98K2.1K——
Q3 2026$4.1M12.3K——
Q2 2026$30K635——
Q2 2026$104K2.0K——
Q2 2026$4M12.2K——
Q1 2026$30K627——
Q1 2026$102K2.0K——
Q1 2026$3.6M12.2K——
Q4 2025$29K620——
Q4 2025$102K2.0K——
Q4 2025$3.9M12.1K——

Other funds holding JPM-PM

Other MB, LEVIS & ASSOCIATES, LLC positions

VGES

VANGUARD INDEX FDS

$24.4M
VGES

VANGUARD INTL EQUITY INDEX F

$23M
VGES

VANGUARD INDEX FDS

$22.9M
VGES

VANGUARD INTL EQUITY INDEX F

$22.4M
VGES

VANGUARD INDEX FDS

$20.7M
VGES

VANGUARD INTL EQUITY INDEX F

$20M
VGES

VANGUARD INDEX FDS

$19.8M
VGES

VANGUARD INTL EQUITY INDEX F

$19.5M